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Clearplan Financial, Inc.

Contact: Jonathan Petrie CFP
Work 6470 New Taylor Rd. -1 Orchard Park NY 14127 Work Phone: 716 312-7424 Website: http://www.clearplanfinancial.com

Biography

certified financial planner professional CFP retirement planning health insurance life insurance tax preparation income and estate tax insurance planning wealth management

Notes

Courtesy evaluation of 45 minutes to review financial topics.

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6470 New Taylor Rd. Orchard Park NY 14127